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Books & Training

Courses, field-ready SmartBooks, 1-on-1 coaching and money-saving bundles, built by a working agent, available in English and Español. Pick your starting point below.

MasterclassesSmartBooksCoachingBundlesEnglish & Español

Showing products in English.

Complete training

Masterclasses

Step-by-step systems to build a profitable book from the ground up. Lifetime access, learn at your own pace.

ACA 101 Masterclass, cover

ACA 101 Masterclass

Luis's complete A-to-Z system for building a consistent, profitable ACA book, find and enroll clients, navigate the marketplace and subsidies, stay compliant, and turn enrollment season into year-round income.

  • Full A-to-Z ACA training for new and growing agents
  • Lead generation, enrollment and retention strategies that actually work
  • Marketplace, subsidies and compliance made simple
  • Lifetime access, learn at your own pace
Medicare 101 Masterclass, cover

Medicare 101 Masterclass

Your full roadmap to selling Medicare the right way, MAPD, PDP and Med Supp, plus lead generation, the enrollment process, compliance and retention that carries you through every AEP and beyond.

  • Complete Medicare training from products to compliance
  • Proven lead-gen and enrollment strategies
  • Retention tactics to keep clients year after year
  • Lifetime access at your own pace
Field guides

SmartBooks

Plain-English, quote-with-confidence references for live client calls, fully updated for 2026, in English and Español.

ACA SmartBook, cover

ACA SmartBook

The no-fluff field guide: subsidies, SEPs, eligibility and the compliance details that trip people up, clear answers you can use mid-call instead of digging through carrier PDFs.

  • Fully updated for the 2026 plan year
  • Plain-English breakdowns of subsidies, SEPs and eligibility
  • Quick-reference answers for live client calls
  • Compliance reminders that keep you protected
Medicare SmartBook, cover

Medicare SmartBook

A fast, reliable reference for everything Medicare, Parts A–D, MAPD vs Med Supp, enrollment periods (IEP, AEP, SEP), and built-in compliance guardrails so you stay the expert your clients trust.

  • Current for the 2026 plan year
  • Parts A–D, MAPD and Med Supp explained simply
  • Enrollment-period quick reference (IEP, AEP, SEP)
  • Built-in compliance guardrails
Español
ACA SmartBook, cover

ACA SmartBook

The no-fluff field guide: subsidies, SEPs, eligibility and the compliance details that trip people up, clear answers you can use mid-call instead of digging through carrier PDFs.

  • Fully updated for the 2026 plan year
  • Plain-English breakdowns of subsidies, SEPs and eligibility
  • Quick-reference answers for live client calls
  • Compliance reminders that keep you protected
Español
Medicare SmartBook, cover

Medicare SmartBook

A fast, reliable reference for everything Medicare, Parts A–D, MAPD vs Med Supp, enrollment periods (IEP, AEP, SEP), and built-in compliance guardrails so you stay the expert your clients trust.

  • Current for the 2026 plan year
  • Parts A–D, MAPD and Med Supp explained simply
  • Enrollment-period quick reference (IEP, AEP, SEP)
  • Built-in compliance guardrails
1-on-1 with Luis

Coaching

Bring your real challenges to a working agent and leave with clear, actionable next steps.

30-Minute 1-on-1 Call, cover

30-Minute 1-on-1 Call

A focused session on one specific challenge, lead generation, ACA or Medicare strategy, compliance, or scaling. Perfect when you need expert eyes on a single problem and want clear answers fast.

  • One challenge, worked end to end
  • Straight from a working agent, not a theorist
  • Leave with concrete next steps
60-Minute 1-on-1 Call, cover

60-Minute 1-on-1 Call

A full hour to work through your business top to bottom, your goals, your gaps, and a concrete plan to grow your ACA and Medicare book. Ideal for a comprehensive strategy session or plan review.

  • Your whole book reviewed, not one question
  • A written plan you can act on the same week
  • Included free inside both Ultimate bundles
Best value

Bundles

Stack the training, tools and coaching together for the lowest price, the fastest way to get fully equipped for 2026.

ACA and Medicare SmartBook Bundle, cover

ACA & Medicare SmartBook Bundle

Both 2026 SmartBooks together so you can cross-sell with confidence and cover both sides of the market, and save versus buying them separately.

  • Both 2026 SmartBooks, one price
  • Cross-sell ACA and Medicare from day one
  • English & Español
Save 12%
ACA Agent Success Bundle, cover

ACA Agent Success Bundle

The ACA 101 Masterclass to learn the system, plus the 2026 ACA SmartBook as your day-to-day field reference, so you're never stuck on a call again.

  • ACA 101 Masterclass, lifetime access
  • 2026 ACA SmartBook
  • Learn it, then reference it
Save 12%
Medicare Agent Success Bundle, cover

Medicare Agent Success Bundle

The Medicare 101 Masterclass for the full training, paired with the 2026 Medicare SmartBook for fast answers on every call. Learn it, reference it, and grow your book.

  • Medicare 101 Masterclass, lifetime access
  • 2026 Medicare SmartBook
  • Built for AEP and every day after it
Save 24%
ACA Agent Ultimate Bundle, cover

ACA Agent Ultimate Bundle

The ACA Masterclass, the 2026 ACA SmartBook, AND a full hour of 1-on-1 coaching with Luis to tailor it all to your business.

  • Everything in the ACA Success Bundle
  • Plus a 60-minute 1-on-1 with Luis
  • $144 less than buying each piece on its own
Save 24%
Medicare Agent Ultimate Bundle, cover

Medicare Agent Ultimate Bundle

The Medicare Masterclass, the 2026 Medicare SmartBook, and a full hour of 1-on-1 coaching with Luis to build a plan around your goals.

  • Everything in the Medicare Success Bundle
  • Plus a 60-minute 1-on-1 with Luis
  • $144 less than buying each piece on its own
Español
ACA and Medicare SmartBook Bundle, cover

ACA & Medicare SmartBook Bundle

Both 2026 SmartBooks together so you can cross-sell with confidence and cover both sides of the market, and save versus buying them separately.

  • Both 2026 SmartBooks, one price
  • Cross-sell ACA and Medicare from day one
  • English & Español
Proof

What agents say

The 1-on-1 call I had with Luis was great. He went above and beyond to answer all my questions. I highly recommend Luis to any agent in this industry.
Tim Owens · Insurance Agent
Before you ask

Questions agents ask

How do I get the Español editions?

Use the Español button in the category bar above. The shelves switch to the Spanish editions of the SmartBooks and the SmartBook bundle, the products the client publishes in Spanish today.

Is access to a Masterclass time-limited?

No. Both Masterclasses are lifetime access, learn at your own pace and revisit whenever the rules change.

What is the fastest way to be fully equipped?

An Ultimate bundle: the Masterclass to learn the system, the 2026 SmartBook to work from, and a full hour of 1-on-1 with Luis to fit it to your business.

Where does checkout happen?

Every product checks out on IAT's own SamCart store. The buttons here go straight to the product you picked, no extra steps in between.

Next step

Not sure where to start?

Book a 30-minute call with Luis and map out exactly which training fits where you are right now.

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Insurance Agent Training

Think Medicare. Think ACA. Real-world ACA, Medicare and sales training from a working agent with 25+ years in the field.

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Not connected with or endorsed by the United States government or the federal Medicare program

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options.

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